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Side-by-side financial comparison of Grocery Outlet Holding Corp. (GO) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
Grocery Outlet Holding Corp. is the larger business by last-quarter revenue ($1.2B vs $617.8M, roughly 2.0× Hims & Hers Health, Inc.). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs -18.5%, a 21.8% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 10.7%). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 8.3%).
Grocery Outlet Holding Corp. is an American discount closeout retailer consisting exclusively of supermarket locations that offer discounted, overstocked, and closeout products from name-brand and private-label suppliers. The company has stores in California, Oregon, Washington, Idaho, Nevada, Maryland, Pennsylvania, New Jersey, Ohio, and Delaware.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
GO vs HIMS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $617.8M |
| Net Profit | $-224.9M | $20.6M |
| Gross Margin | 29.7% | 71.9% |
| Operating Margin | — | 1.5% |
| Net Margin | -18.5% | 3.3% |
| Revenue YoY | 10.7% | 28.4% |
| Net Profit YoY | -669.9% | -20.8% |
| EPS (diluted) | $-2.22 | $0.08 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $617.8M | ||
| Q3 25 | $1.2B | $599.0M | ||
| Q2 25 | $1.2B | $544.8M | ||
| Q1 25 | $1.1B | $586.0M | ||
| Q4 24 | $1.1B | $481.1M | ||
| Q3 24 | $1.1B | $401.6M | ||
| Q2 24 | $1.1B | $315.6M |
| Q1 26 | $-224.9M | — | ||
| Q4 25 | — | $20.6M | ||
| Q3 25 | $11.6M | $15.8M | ||
| Q2 25 | $5.0M | $42.5M | ||
| Q1 25 | $-23.3M | $49.5M | ||
| Q4 24 | $2.3M | $26.0M | ||
| Q3 24 | $24.2M | $75.6M | ||
| Q2 24 | $14.0M | $13.3M |
| Q1 26 | 29.7% | — | ||
| Q4 25 | — | 71.9% | ||
| Q3 25 | 30.4% | 73.8% | ||
| Q2 25 | 30.6% | 76.4% | ||
| Q1 25 | 30.4% | 73.5% | ||
| Q4 24 | 29.5% | 76.8% | ||
| Q3 24 | 31.1% | 79.2% | ||
| Q2 24 | 30.9% | 81.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | 2.0% | 2.0% | ||
| Q2 25 | 1.1% | 4.9% | ||
| Q1 25 | -2.0% | 9.9% | ||
| Q4 24 | 1.0% | 3.9% | ||
| Q3 24 | 3.6% | 5.6% | ||
| Q2 24 | 2.3% | 3.5% |
| Q1 26 | -18.5% | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | 1.0% | 2.6% | ||
| Q2 25 | 0.4% | 7.8% | ||
| Q1 25 | -2.1% | 8.4% | ||
| Q4 24 | 0.2% | 5.4% | ||
| Q3 24 | 2.2% | 18.8% | ||
| Q2 24 | 1.2% | 4.2% |
| Q1 26 | $-2.22 | — | ||
| Q4 25 | — | $0.08 | ||
| Q3 25 | $0.12 | $0.06 | ||
| Q2 25 | $0.05 | $0.17 | ||
| Q1 25 | $-0.24 | $0.20 | ||
| Q4 24 | $0.03 | $0.10 | ||
| Q3 24 | $0.24 | $0.32 | ||
| Q2 24 | $0.14 | $0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $69.6M | $228.6M |
| Total DebtLower is stronger | $15.0M | — |
| Stockholders' EquityBook value | $983.7M | $540.9M |
| Total Assets | $3.1B | $2.2B |
| Debt / EquityLower = less leverage | 0.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $69.6M | — | ||
| Q4 25 | — | $228.6M | ||
| Q3 25 | $52.1M | $345.8M | ||
| Q2 25 | $55.2M | $1.1B | ||
| Q1 25 | $50.9M | $273.7M | ||
| Q4 24 | $62.8M | $220.6M | ||
| Q3 24 | $68.7M | $165.5M | ||
| Q2 24 | $67.1M | $129.3M |
| Q1 26 | $15.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $500.3M | — | ||
| Q2 25 | $473.9M | — | ||
| Q1 25 | $475.7M | — | ||
| Q4 24 | $477.5M | — | ||
| Q3 24 | $429.3M | — | ||
| Q2 24 | $379.2M | — |
| Q1 26 | $983.7M | — | ||
| Q4 25 | — | $540.9M | ||
| Q3 25 | $1.2B | $581.0M | ||
| Q2 25 | $1.2B | $562.7M | ||
| Q1 25 | $1.2B | $549.3M | ||
| Q4 24 | $1.2B | $476.7M | ||
| Q3 24 | $1.2B | $440.1M | ||
| Q2 24 | $1.2B | $362.0M |
| Q1 26 | $3.1B | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.3B | $1.9B | ||
| Q1 25 | $3.3B | $891.7M | ||
| Q4 24 | $3.2B | $707.5M | ||
| Q3 24 | $3.1B | $602.3M | ||
| Q2 24 | $3.1B | $480.5M |
| Q1 26 | 0.02× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.42× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.31× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $222.1M | $61.3M |
| Free Cash FlowOCF − Capex | — | $-2.5M |
| FCF MarginFCF / Revenue | — | -0.4% |
| Capex IntensityCapex / Revenue | — | 10.3% |
| Cash ConversionOCF / Net Profit | — | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | — | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.1M | — | ||
| Q4 25 | — | $61.3M | ||
| Q3 25 | $17.3M | $148.7M | ||
| Q2 25 | $73.6M | $-19.1M | ||
| Q1 25 | $58.9M | $109.1M | ||
| Q4 24 | $39.5M | $86.4M | ||
| Q3 24 | $23.0M | $85.3M | ||
| Q2 24 | $41.6M | $53.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-2.5M | ||
| Q3 25 | $-21.6M | $79.3M | ||
| Q2 25 | $14.4M | $-69.5M | ||
| Q1 25 | $-1.5M | $50.1M | ||
| Q4 24 | $-19.6M | $59.5M | ||
| Q3 24 | $-19.3M | $79.4M | ||
| Q2 24 | $2.7M | $47.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.4% | ||
| Q3 25 | -1.8% | 13.2% | ||
| Q2 25 | 1.2% | -12.8% | ||
| Q1 25 | -0.1% | 8.5% | ||
| Q4 24 | -1.8% | 12.4% | ||
| Q3 24 | -1.7% | 19.8% | ||
| Q2 24 | 0.2% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 10.3% | ||
| Q3 25 | 3.3% | 11.6% | ||
| Q2 25 | 5.0% | 9.3% | ||
| Q1 25 | 5.4% | 10.1% | ||
| Q4 24 | 5.4% | 5.6% | ||
| Q3 24 | 3.8% | 1.5% | ||
| Q2 24 | 3.4% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.98× | ||
| Q3 25 | 1.49× | 9.43× | ||
| Q2 25 | 14.84× | -0.45× | ||
| Q1 25 | — | 2.20× | ||
| Q4 24 | 17.09× | 3.32× | ||
| Q3 24 | 0.95× | 1.13× | ||
| Q2 24 | 2.97× | 4.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
